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FINAL REPORT

 

May 12, 2004

Submitted to:         Marchel Smiley
                             President
                             National African American Caucus (AFRAM)
                            of the Service Employees International Union

FROM:                   Joanne Williams
                             Angela Brown Weems
                             Ruthie Johnson
                             Meeting Facilitators

REPORT OF:            AFRAM Strategic Planning Meeting
                             Radisson O’Hare Hotel, Chicago, Illinois
                             April 17 -18, 2004

 

The following represents an overview of the recently held strategic planning meeting designed to re-focus and re-think AFRAM’s programmatic objectives.  As stated by AFRAM leadership, the anticipated meeting outcome would be a re-positioning and possibly an organizational restructuring that more effectively served as an advocacy vehicle for African Americans within the SEIU.

 

Background Summary

AFRAM leadership contacted Barrington Consultants to provide facilitation services intended to provide guidance and pathways enabling substantive and productive discussion during a two-day gathering of national AFRAM executive board members; local AFRAM chapter presidents; African-American IEB members, and African-American leaders and activists in local unions. It was explained further by AFRAM leadership that the meeting needed a framework allowing participants to discuss and subsequently reach consensus on:   AFRAM’s founding mission; its current relevancy; strategies that promote organizational growth, revitalization, direction; real or perceived barriers that work to inhibit AFRAM’s purpose and objectives, and an organizational action plan. 

 

Approach

Understanding time constraints and the need to have an end product, the facilitator constructed a meeting scenario that allowed for: 

  • The presentation of factual background information to ensure a baseline knowledge base for all participants;
  • A structured, small group environment for discussion of key points and subsequently to arrive at consensus;
  • A re-grouping to share small group consensus building with the larger assembly;
  • A second general session designed to obtain overall group consensus on key points to be used as the foundation for an action agenda, and
  • An open forum or more commonly known as an “open mike” time period for participants to express their views.

It should be mentioned that leadership issued approximately 50 invitations with the expectation that 25 to 40 people might attend.  As meeting time drew closer, nearly 70 people were registered at the hotel.  By the time the meeting convened, the room was filled to capacity, with more than 100 people in attendance.  Initial meeting facilitation scenarios were quickly adjusted to accommodate the increased numbers in attendance and to ensure a positive meeting outcome and open dialogue among attendees.

Each registrant received a meeting packet that included the AFRAM Mission Statement; AFRAM Constitution & Bylaws; Resolutions presented at the AFRAM 2003 Leadership Development Conference in Miami, FL, April 28, 2003, and a copy of the Social and Economic Justice Committee (SEJ) draft summary report that was presented by the Committee to the International President for review and approval.

 

DAY 1

AFRAM President, Marchel Smiley welcomed those assembled, gave an opening statement and introduced the facilitator.  Ground rules were established with an emphasis on reaching consensus.  The facilitator further encouraged the group to respect divergent opinions, see beyond titles and positions for purposes of two-day discussions in order to re-set AFRAM on a vital and important vehicle for African American members of SEIU.

A brief history of AFRAM from its founding in 1996 through to the present served as the meeting’s informational foundation.  Within his nearly 40-minute presentation, President Smiley succinctly provided an organizational overview focusing on founding mission, early goals, program focus, structure and its relationship with SEIU, and the effect various SEIU policy changes and operating environment had on AFRAM’s ability to follow its programmatic agenda.

Smiley concluded his presentation by bringing the audience into the present and expectations for the future taking into consideration the current SEIU operating environment, policy changes affecting AFRAM’s ability to serve its members, and AFRAM’s relationship to SEIU leadership.

Gerry Hudson, member of SEIU Executive Board and co-chair of the Social and Economic Justice Committee followed AFRAM President Smiley and reviewed the findings of the Committee’s draft report expected to be unveiled and accepted by SEIU leadership.  Barbara Calhoun, Joanne Golden, Rod Bashir, Rahman Muhammad, and Marchel Smiley, AFRAM members serving on the committee and present at the meeting, offered their individual perspectives on the report drafting process as well as stated their support for the lengthy and intense process to craft the document.

Small Group Discussions

Following the historical overview and presentation of the CSJ summary report, the over 100 meeting attendees were divided into four (4) smaller groups to begin a two-hour strategy discussion. The exercise to break up the larger group into four smaller ones, served not only as a diversion from the more serious matters of the day, but also worked to divide natural cliques present in any organization or large grouping. In the end, the four groups were comprised of “introverts,” extroverts,” “judgers,” and “perceivers” based upon responses given on a 20-question,  personality “test.”  In retrospect, while the intent was admirable and indeed worked, due to time constraints, some misunderstanding, and facility configurations, some group members “strayed” from their assigned groups. 

The facilitator requested that each group identify a spokesperson, a recorder, and a timekeeper to ensure that the critical discussions anticipated during these sessions could occur and still conclude with a consensus report.  Additionally, each of the groups received a discussion guide outlining the subject areas that required discussion. (See attached.)

Self-monitoring, each group intently worked through the question series arranged in four sections: 

  • Historic Overview:  designed to address AFRAM’s founding purpose and whether the original premise remained relevant.

  • Mission Statement and Programmatic Agenda:  designed to generate discussion and consensus on AFRAM’s founding mission statement and current relevancy; groups were also asked to consider whether AFRAM’s programmatic agenda reflected the guiding principals of AFRAM’s mission statement.

  • Structure, Relationships, and Organizational Impediments: groups were asked to consider whether any real barriers existed that adversely affected or inhibited AFRAM’s programmatic agenda along with determining AFRAM’s relationship with the SEIU and the African-American members of the SEIU’s Executive Committee.

  • AFRAM’s Programmatic Agenda-Going Forward: designed to elicit what the groups perceived were the four most important issues/priorities and how these issues/priorities should be addressed.   

The four smaller groups re-convened following their discussions and reported their results which concluded the business agenda for Day 1.  Subsequent to the day’s reporting out session, the facilitators met to compile a full consensus summary report of the four small group deliberations. (Original small group reporting documents and large work sheets delivered to M. Smiley.)

Day 2

The meeting attendees gathered at 9:00 a.m. to hear a summary of the synthesized small group reports.  The following represents the result of the synthesis.

Historical Overview

1.     Did AFRAM meet its founding purpose?

          The general consensus was “Yes,” AFRAM did meet its founding purpose with three out of the four groups agreeing.  One group could not come to consensus, but did not disagree.

2.     Is AFRAM’s founding purpose as relevant in 2004 as it was at its founding?

          The general consensus was “Yes.” Every group agreed that the founding purpose was still relevant. Groups stated different reasons for relevancy.  In summary, the groups reported that it was still important for AFRAM to promote and advocate for leadership development; to provide education, training and mentoring opportunities; to have participation by African Americans at every level within the SEIU structure; to serve as a national communications and networking vehicle for African American SEIU members, and to serve as the “voice” for African Americans, as examples.

Mission Statement and Programmatic Agenda

3.     Is the AFRAM Mission Statement still relevant?

          The general consensus was “Yes,” however, there appeared to be some “struggling” with the agreement among the groups that affected solid confirmation. Issues that arose and that were voiced included the following:  the need to improve communications at all levels; need to improve the dissemination and distribution information; accountability of leadership at all levels needs strengthening, and a re-thinking of how, in light of SEIU’s newly structured environment, AFRAM mentors its members to assume leadership roles, were examples of issues that surrounded group discussion.  One group agreed that the Mission Statement needed to change and stated that it needed to address the need to build coalitions among    people of color and further, that language needed to be considered for a revised version.

4.   How should AFRAM’s programmatic agenda reflect the guiding principles of the AFRAM Mission Statement?

          Responses widely varied.  Some of the responses from the small groups   included:  “through increased mentoring at chapter and at individual levels;” by increased bonding among AFRAM chapters; by instituting a   renewed focus on education and training of AFRAM members; by connecting with Black workers outside of SEIU, and by promoting an African American agenda.

Structure, Relationship, and Organizational Impediments

5.   What are the real barriers, if any that adversely affect AFRAM’S ability to address is programmatic agenda?

          General Consensus: Groups reported there were significant and varied barriers that adversely affected AFRAM’s agenda.  Barriers generally fell into two broad categories – internal organizational obstacles and barriers resulting from SEIU structural and policy changes.  Internal barriers include:  slow membership growth and no recruitment strategy; limited financial resources; lack of communication between AFRAM leadership and local chapters; communication among members and a lack of support for each other; little or no leadership accountability within the organization.  Expressed external barriers include: attempts by external sources to select AFRAM leaders; policy and structural changes within the union that disproportionately affect African Americans ability to serve in leadership positions at all union levels; inability of AFRAM and its members to address race-based problems and tensions within union locals, and an inability to carry out action plans favorable to African Americans due to current SEIU structure and policies (i.e. Southern Plan).

6.   What do you see as AFRAM’s role and organizational responsibility in relationship to the SEIU and its programs?

          General Consensus:  Need to devise an informational vehicle to get information to African-American members from the IEB, and to serve as a catalyst.  Additionally, the group agreed that an action plan needed to be developed that would hold the SEIU leadership accountable. (It is assumed by the facilitators that the group was referring to the SEIU leadership.) Other key points brought out by several groups included establishment of a basis for trust, the development of relationship building strategies that promote communication and dialogue with the members of the IEB; positioning AFRAM as the organizational vehicle that represents the “voice” of and advocate for Black people within SEIU.

7.   What do you think the relationship should be between AFRAM and the African-American members of the International Executive Board (IEB).

          General Consensus:  The group agreed that a closer working relationship needed to be established between the African-American IEB members and AFRAM to promote an African-American agenda and   the overall interests of African-Americans at the union’s international level.

 

AFRAM’s Programmatic Agenda:  Going Forward

8.     What are the four (4) most important issues or priorities that AFRAM should address?

          General Consensus on the issues/priorities include:

a.     Improved communications at all organizational levels and in all ways.

b.     Additional financial resources needed by AFRAM.  Strategies need to be developed to achieve financial viability.

c.     Accountability of AFRAM leadership to membership as well as accountability at all levels.

Other identified action agenda items included:  organizing to increase membership with an emphasis on outreach to youth; putting the AFRAM Mission Statement into action; development of educational programs for members; development of a unified Black agenda; development of a political and community action plan/program, as examples of issues and priorities expressed by some group members through their small group reports.

 

9.     How do you think they can be addressed?  Long-term and short-term?

          Group did not come to any general consensus on this question; however, there were responses that were shared with group in the reporting out session.  The responses included:  “by any means necessary;” develop a program agenda; improve structured communications; educate membership, choose our battles. 

It is the opinion of the facilitators that the above responses and ability to arrive at consensus within such a limited timeframe signals the dawning of a renewed appreciation for AFRAM’s existence and the important role it plays on behalf of African-Americans within SEIU.  While there was disagreement and vigorous discussion, in general, meeting participants agreed to put personal, and sometimes deeply held frustrations aside to grapple with the organization’s strategy going forward.  Testimony to this opinion rests in the group’s final and culminating task -- the development of an Action Agenda.

ACTION AGENDA

By consensus vote of the meeting attendees, the following represent the seven action items for AFRAM’s organizational agenda.

1.   Revision of AFRAM Mission Statement language to include a reference about “community activism.”  (Short-term goal)

 

2.   Develop a national and regional communications program/strategy to include the coordination of a bi-weekly conference call among AFRAM Regional Chairpersons and the development of a national and regional newsletter.  (Short-term goal)

 

3.   Modification of AFRAM governing constitution to include a section on “Accountability” of organizational leaders to membership. (Short-term goal)  Additionally, develop an organizational program and hold AFRAM leaders – at all levels -- accountable for the program’s implementation.

 

4.   Re-visit and re-think the idea of holding national AFRAM conferences on an annual basis, rather than on an every other year basis. ( Currently, Regional Conferences are held on the “off” years.

 

5.   AFRAM should initiate talks/dialogue with African-American IEB members to improve communications and strengthen relationship to promote an African-American agenda at the union’s national level. (Short-term goal)

 

6.   Each member attending the Strategic Planning Meeting pledges to organize to bring five (5) new members into AFRAM by June 2004. Additionally, it was recommended that all current AFRAM members commit to the same goal. (Short-term goal)

 

7.   Development of a national political action statement and plan to be spearheaded by a sub-group yet-to-be formed within AFRAM. Statement and plan to be unveiled by AFRAM’s 2005 convention and should include language relating to immigration and healthcare, among other issue and focus areas. (Long-term goal)

 

Included on Day 2’s agenda were poignant remarks made by SEIU Executive Vice President, Patricia A. Ford.  During her presentation, Ms. Ford thanked AFRAM for its support throughout her tenure and wished the organization well.  It should be mentioned that throughout the two-day meeting, Ms. Ford’s support for AFRAM was acknowledged and reiterated by numerous speakers and participants.

Bill Pritchett, Special Assistant to the SEIU President reviewed plans for the Union’s upcoming 2004 International Convention scheduled to be held in San Francisco, June 19 -23.

President Smiley thanked all in attendance, accepted the group’s constructive suggestions to make AFRAM a stronger and more viable organization, as did one of AFRAM’s early prime movers and founders, John “JJ” Johnson. 

The meeting concluded with an “open mic” segment.  Various members voiced their opinion about the meeting and other topics of interest to AFRAM members. 

The facilitator distributed meeting evaluation forms to elicit feedback on meeting content, structure, presentation, and suggestions for future meetings. Overall, those that responded rated the meeting positively.  The major complaint centered on not having enough time to work in the small group sessions.  (Evaluations available through M. Smiley)

 

The meeting adjourned at approximately 12:30 p.m., Sunday, April 8, 2004.